Retirement Plan Services

Heard, McElroy & Vestal is comprised of qualified professionals with tax, accounting and consulting experience that naturally leads to benefits administration. Our Retirement Plan Services group consults with employers on issues related to their benefit programs through every phase of operation – from initial design through plan termination for qualified retirement plans.

Our professionals stay abreast of trends, regulations and new opportunities for clients and provides timely reports in understandable language using software at the forefront of technology. Designations among the group include Certified Public Accountants (CPA), Certified Employee Benefits Specialists (CEBS), and Qualified 401(k) Administrator (QKA).

Our retirement plan services include:

Plan design

Plan analysis

Provider analysis

Compliance testing

Third party administrative & record-keeping services

Building Relationships and Providing Opportunities